See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,549 | $158,398-45.4% | $126,539-31.6% | $142,382-39.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.86% | 593.76%-576.9pp | 425.95%-409.1pp | 217.08%-200.2pp |
| Employer contribution / active EE | $4,922 | $4,650+5.8% | $3,674+34.0% | $4,299+14.5% |
| Participant deferral / active EE | $8,890 | $4,767+86.5% | $4,083+117.8% | $6,507+36.6% |
| Admin fee / account holder | $11,395 | $6,918+64.7% | $6,065+87.9% | $12,624-9.7% |